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Agile Excel: Workbook Links (Video) (Course Id 1411)

QAS / Registry
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Author:

David Ringstrom, CPA

Course Length:

Pages: 3 ||| Review Questions: 6 ||| Final Exam Questions: 10

CPE Credits:

2.0

IRS Credits:

0

Price:

$29.95

Passing Score:

70%

Course Type:

Video
Agile Excel: Workbook Links (Video) - CPE course for CPAs

Technical Designation:

NonTechnical

Field Of Study:

Computer Software & Applications

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This video course teaches how to create, manage, and troubleshoot Excel workbook links that connect spreadsheets to other files and data sources.

  • Outlines the pros and cons of Excels workbook links for connecting spreadsheets, Word documents, databases, and web pages.
  • Covers how to dramatically improve the integrity of linked workbooks.
  • Shows how to copy links across rows or down columns and repair broken links.
  • Worth 2.0 CPE credits in Computer Software and Applications as a self study video course on Excel workbook links, requiring a 10 question final exam preceded by 6 review questions (optional) and a 70% passing score.

Frequently Asked Questions:

This Agile Excel Workbook Links course teaches how to apply security prompts and settings related to linked workbooks.

This course teaches how to describe how to use Microsoft Query to move data from one workbook into another.

This course teaches how to recall the Excel function that sums values related to multiple instances of criteria you specify.

This Agile Excel Workbook Links video course carries 2.0 CPE credits in Computer Software and Applications as a Nontechnical, self study course, requiring a 10 question final exam preceded by 6 review questions (optional) with a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Description:

In this insightful on-demand webcast, Excel expert David Ringstrom, CPA, takes you step-by-step through the process of creating and working with workbook links. In addition, he outlines the pros and cons of Excel’s workbook links. Because workbook links allow you to connect one Excel spreadsheet to other spreadsheets, Word documents, databases, and even web pages, they are quite beneficial. David also covers how to dramatically improve the integrity of linked workbooks, copy links across rows or down columns, repair broken links, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Usage Rank:

10000

Release:

2018

Version:

1.0

Prerequisites:

Experience with Excel Spreadsheets.

Experience Level:

Overview

Additional Contents:

Complete, no additional material needed.

Additional Links:

Advance Preparation:

None.

Delivery Method:

QAS Self Study

Intended Participants:

Anyone needing Continuing Professional Education (CPE).

Revision Date:

22-Apr-2026

NASBA Course Declaration:

Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.

Keywords:

Agile Excel: Workbook Links (Video) - CPE course for CPAs

Learning Objectives:

Course Learning Objectives

  • Apply security prompts and settings related to linked workbooks.
  • Describe how to use Microsoft Query to move data from one workbook into another.
  • Recall the Excel function that allows you to sum values related to multiple instances of criteria you specify.

  • Course Contents:

    Chapter 1 - Agile Excel: Workbook Links

    Chapter 1 Review Questions

    Glossary - Key Terms

    Click to go to: Excel Courses for Accountants | Excel CPE Courses for CPAs
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